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Savvy Advisors Inc’s Newmont NEM Stock Holding History

Savvy Advisors Inc’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
22,564
+1,184
+6% +$136K 0.07% 234
2025
Q4 		$2.13M Buy
21,380
+2,605
+14% +$235K 0.07% 215
2025
Q3 		$1.58M Buy
18,775
+1,788
+11% +$125K 0.07% 199
2025
Q2 		$990K Buy
16,987
+9,680
+132% +$517K 0.07% 222
2025
Q1 		$353K Buy
+7,307
New +$321K 0.04% 352

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Savvy Advisors Inc's NEM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Newmont (NEM) stake by 5.5% in Q1 2026, buying an estimated $136K and bringing the position to 22,564 shares worth $2.44M. The position accounts for 0.07% of the portfolio, ranked #234.

Savvy Advisors Inc first reported a position in NEM in Q1 2025 and has held it in 5 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Savvy Advisors Inc held 22,564 shares of Newmont worth $2.44M as of Q1 2026.
  • Savvy Advisors Inc bought 1,184 Newmont shares in Q1 2026, an estimated $136K.
  • Newmont made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #234 holding.
  • Savvy Advisors Inc first reported a position in Newmont in Q1 2025 and has held it in 5 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.